Perfex CRM General Modifications
Budget: ₹1,500 – ₹12,500 INR
List of changes in Perfex CRM
1. Name below the image in the leads filter module
2. Filters for customs fields created in leads section
3. Options to edit each and every field like country, or any custom field created in the leads section in BULK
4. Bulk task creation / Noted additions for selected leads
5. Bulk edit actions in tasks created
6. While searching with an email ID having "_" in the leads section, results does not come - need to fix this
7. Leads count show above the leads (currently it is shown on the bottom of the page)
8. All leads cannot be selected and bulk actions cannot be applied if we select leads more than 500 or 1000 - need to fix this
9. Date Filter in invoices table (like report section)
10. CHA Column (Mapping)
11. Bulk Actions to change Carrier, CHA, Delivery Status, Delivery Date, etc
12. Filter by shipment status (Intransit, Delivered, etc), Days, Carrier, etc
13. Leads country counts in the leads filter module
1. Name below the image in the leads filter module
2. Filters for customs fields created in leads section
3. Options to edit each and every field like country, or any custom field created in the leads section in BULK
4. Bulk task creation / Noted additions for selected leads
5. Bulk edit actions in tasks created
6. While searching with an email ID having "_" in the leads section, results does not come - need to fix this
7. Leads count show above the leads (currently it is shown on the bottom of the page)
8. All leads cannot be selected and bulk actions cannot be applied if we select leads more than 500 or 1000 - need to fix this
9. Date Filter in invoices table (like report section)
10. CHA Column (Mapping)
11. Bulk Actions to change Carrier, CHA, Delivery Status, Delivery Date, etc
12. Filter by shipment status (Intransit, Delivered, etc), Days, Carrier, etc
13. Leads country counts in the leads filter module